Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Walt Disney once said about movies, "Do what you do so well that they will want to see it again and bring their friends." The famed animator's quote can also be applied to customer service. If a ...

Our research shows that Zoho CRM is the best client management software thanks to its robust analytic tools, solid lead conversion features, and its many integrations with other first- and third-party ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most ...

Advisory firms are racing to serve ultra-high-net-worth clients as this segment grows faster than any other wealth tier, but meeting the demands of households with more than $20 million requires ...

LPL Financial LLC has announced that Loomis Wealth Management, led by financial advisors William "Bill" Curtis Loomis, III, CFP®, William Curtis "Curt" Loomis, IV, and Justin K. Hitt, has joined its ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Based in Taskize’s London office, Sinclair will lead the company’s client ...